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Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.
Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
John LaRosa
Founder and Research Director
Marketdata LLC
John LaRosa is the founder and Research Director of Marketdata LLC, a Tampa, FL-based market research firm operating for 45 years. He has an MBA in Marketing and B.S I Education. Prior to running Marketdata in 1987, he worked for 10 years for a market research firm, a laboratory instruments distributor, a paper industry trade association, and a high technology filtration products manufacturer. Mr. LaRosa has authored more than 300 market and industry studies, with a specialty tracking service sectors. He also performs business coaching and marketing consulting.
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Contains 2 Component(s), Includes Credits Recorded On: 10/23/2024
In the Mandelbaum case, Judge David Laro espoused ten factors by which valuators may analyze the discount for lack of marketability. This method has proven most popular and very logical ever since. Esteemed valuator Ron Rudich has expanded on the Mandelbaum factors, thereby making the DLOM analysis even more supportable. We will examine the expanded set of factors in this very practical webinar.
In the Mandelbaum case, Judge David Laro espoused ten factors by which valuators may analyze the discount for lack of marketability. This method has proven most popular and very logical ever since.
Esteemed valuator Ron Rudich has expanded on the Mandelbaum factors, thereby making the DLOM analysis even more supportable. We will examine the expanded set of factors in this very practical webinar.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
Ronald D. Rudich
CPA, MS, MCBA, CVA/ABAR/MAFF, CM&AA, CMEA, BCA
Mr. Rudich's primary area of expertise is in the valuation of closely held businesses, litigation support services, and machinery and equipment appraisals. Mr. Rudich performs the following valuation services: scrutiny and analysis of an opposing business valuation, preparation of deposition questions, gift and estate tax related issues, marital dissolutions, pricing of transactions and structuring analysis including mergers, acquisitions, dispositions of business property, going concern opinions, dissenting shareholder issues and business loss quantification analysis. Mr. Rudich has prepared many business valuations and has testified in court cases, and depositions involving valuation of closely held businesses. He has been admitted as an expert witness in cases involving business valuations, divorce proceedings and bankruptcies.
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Contains 1 Component(s)
Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.
Join our live community web event to discuss recent developments in our industry here at the International Society for Business Appraisers. This call will focus on new developments and any questions or concerns you would like to address with your peers.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
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Contains 18 Component(s)
The BCA Certification Program includes all three levels of the Business Certified Appraiser Body of Knowledge (BCA-BOK).
The Business Certified Appraiser (BCA) certification program provides a hands-on learning experience to help candidates prepare for and obtain the Business Certified Appraiser (BCA) designation. The path to obtaining the BCA designation involves completing two self-study courses—Valuation Essentials and Advanced Valuation Techniques—passing the proctored BCA exam, and submitting a written demonstration report for peer review.
The Valuation Essentials course is designed to introduce business valuation concepts and methodologies. Topics covered are geared toward 100% ownership interests in closely held businesses. The Advanced Valuation Techniques course covers in-depth issues relating to both control and non-controlling ownership interest valuation assignments in family-owned businesses (with revenues under $10 million). Upon completing this program, you will be able to:
- Identify and apply business valuation terminology, concepts, and methodologies
- Read and interpret financial statements
- Normalize financial information
- Identify earning streams
- Develop rates of return
- Calculate and apply ratios
- Apply discounts and premiums
- Understand the market approach to value and reconciliation
The BCA is recognized by the U.S. Small Business Administration as a “qualified source” for business appraisals administered by the SBA.
The cost of your exam is included with your registration.
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- Non-member - $1,500
- Member - $1,500
- Trial - $1,351
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Contains 8 Product(s)
This package contains all recordings from the ISBA/NEBB 2024 conference covering the latest trends and advancements in business valuation and machinery and equipment appraisal.
This package contains all recordings from the ISBA/NEBB 2024 conference covering the latest trends and advancements in business valuation and machinery and equipment appraisal.
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- Non-member - $349
- Member - $249
- Trial - $249
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Contains 3 Component(s), Includes Credits Recorded On: 09/18/2024
Divorce Financial Analysts (such as credentialed CDFAs with the Institute for Divorce Financial Analysts (IDFA) often work with business and equipment appraisers in their engagements. In this presentation, we will see several of the issues that arise that provide opportunities for professionals to support each other. For the BCA and CMEA attendees, we will cover the range of responsibilities CDFAs encounter, and how appraisers fit. It is very useful for appraisers to understand better what CDFAs do, and how to communicate in their respective “languages.”
Divorce Financial Analysts (such as credentialed CDFAs with the Institute for Divorce Financial Analysts (IDFA) often work with business and equipment appraisers in their engagements. In this presentation, we will see several of the issues that arise that provide opportunities for professionals to support each other.
For the BCA and CMEA attendees, we will cover the range of responsibilities CDFAs encounter, and how appraisers fit. It is very useful for appraisers to understand better what CDFAs do, and how to communicate in their respective “languages.”
Denise French
CVA, MAFF, CDFA, CRPC, Mediator
Managing Partner at SHFD Forensics
Denise is the managing partner at Stewart, Hurst, French & Dodson (SHFD) Forensics and has 28 years of professional financial experience.
She is an IRS Enrolled Agent (EA), a Master Analyst in Financial Forensics (MAFF), a Certified Valuation Analyst (CVA), a Certified Divorce Financial Analyst (CDFA), and holds the Chartered Retirement Planning Counselor (CRPC) designation. She is an Investment Advisor Representative and a Collaborative Law Financial Expert.
Denise has provided financial expertise on hundreds of cases throughout Montgomery County, Harris County, Fort Bend County, Galveston County, Hays County, McLennan County and Travis County. She has testified in Harris, Montgomery, Fort Bend and McLennan Counties. She provides characterization and separate property tracing services, business valuation expertise and general financial expert services for family law attorneys.
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- Non-member - $45
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Contains 3 Component(s), Includes Credits Recorded On: 09/18/2024
If Cyber Security dominates the headlines, why aren’t companies investing more in security and what is the fallout from not securing valuable data? This presentation will continue the discussion on cyber security and impact on valuation.
If Cyber Security dominates the headlines, why aren’t companies investing more in security and what is the fallout from not securing valuable data? This presentation will continue the discussion on cyber security and impact on valuation.
Scott Lewis
Senior Engineer, Pure Storage
Pure Storage
Scott Lewis is currently a Senior Systems Engineer with Pure Storage, a Gartner “Magic Quadrant” leader in both Primary Storage and Distributed File Systems & Object Storage focusing on State, Local and Higher Education customers. In his capacity, he advises customers on managing enterprise data storage, Business Continuity, Disaster Recovery and Modern Data Protection (including recovery from Ransomware attacks by domestic and foreign entities.)
Prior to joining Pure Storage, he worked at other leading technology companies including Cisco Systems, Dell EMC, and Nutanix. Prior to joining the manufacturing side of the technology industry he spent many years as an Infrastructure Engineer and Architect for companies including Goldman Sachs, Constellation Financial Management, MEDNAX, Interim HealthCare and JM Family. He is presently based in North Georgia with his family.
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- Non-member - $45
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Contains 3 Component(s), Includes Credits Recorded On: 09/18/2024
Appraisal review serves as a critical quality control mechanism in the appraisal process, helping to ensure that valuations are accurate, reliable, and compliant with applicable standards and regulations. By identifying and addressing potential issues early on, appraisal review contributes to more informed decision-making and reduces the risks associated with inaccurate or biased appraisals.
Appraisal review serves as a critical quality control mechanism in the appraisal process, helping to ensure that valuations are accurate, reliable, and compliant with applicable standards and regulations. By identifying and addressing potential issues early on, appraisal review contributes to more informed decision-making and reduces the risks associated with inaccurate or biased appraisals.
Howard A. Lewis
BCA, CVA (Emeritus), ABAR (Emeritus), M.A., M.S.
ISBA
Howard A. Lewis is the former National Program Manager of the Engineering and Valuation Programs at the IRS, where he served for over 32 years. He also served as the Executive Director of the Institute of Business Appraisers and ISBA. He is currently a Director of ISBA and a consultant with alliantgroup, a Houston company specializing in R&D tax credits for federal and state tax purposes.
Howard has eight children and, at the latest count, 14 grandchildren. He and his wife live in Hollywood, Florida, with their dog, Sheela.
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- Non-member - $45
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- Trial - $45
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Contains 6 Component(s), Includes Credits Recorded On: 09/18/2024
Explore the possibilities of using the power of Excel for appraising! Part 1 will explore developing a database for comparable sale for improved analysis and drawing appropriate conclusions from data sets. Both sessions are appropriate for all skill sets with Excel! “Let Excel do the heavy lifting.”
Explore the possibilities of using the power of Excel for appraising! Part 1 will explore developing a database for comparable sale for improved analysis and drawing appropriate conclusions from data sets. Both sessions are appropriate for all skill sets with Excel! “Let Excel do the heavy lifting.”
Philip Dellamedaglia
SRA, AI-RRS, ASA, CMEA
Northwest Bank
Philip Dellamedaglia, SRA, AI-RRS, ASA, CMEA, is a seasoned appraiser who started in residential appraising. He obtained his certification in 1994. Phil graduated from Clarion University, Magna Cum Laude, in 1992 with a degree in Business Administration. After working as an independent contractor for many years, running his own appraisal firm, Phil began working for Northwest Bank in 2012.
Currently, Phil uses is abilities as an appraiser and his skill set in analytics to provide residential appraising oversight, alternate valuation testing and modeling for automated valuation models, and oversight for all machinery and equipment and business valuations. For business valuations, Phil is responsible for all engagements, reviews, and sign-off for all valuation reports. For machinery & equipment, Phil is responsible for all engagements, reviews and sign-offs, as well as performing internal valuations for lending and portfolio management.
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- Non-member - $90
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Contains 3 Component(s), Includes Credits Recorded On: 09/18/2024
We will be discussing how artificial intelligence is revolutionizing the business valuation process. AI can dramatically reduce the time needed to evaluate companies. One significant challenge in business valuation is choosing the appropriate method, as many evaluators struggle with this decision. AI addresses this by selecting the optimal valuation method based on the company's life cycle stage, resulting in more precise valuations.
Founder and CEO of Equitest, an AI-powered business valuation software
We will be discussing how artificial intelligence is revolutionizing the business valuation process. AI can dramatically reduce the time needed to evaluate companies. One significant challenge in business valuation is choosing the appropriate method, as many evaluators struggle with this decision. AI addresses this by selecting the optimal valuation method based on the company's life cycle stage, resulting in more precise valuations.
Additionally, AI can assign a company to its industry based on its description and gather all necessary parameters specific to the industry and country. It calculates and interprets financial ratios, predicts the company's default rate, and constructs a comprehensive financial model, including discounted cash flow (DCF) analysis.AI generates detailed valuation reports and even identifies any potential errors within the report, ensuring accuracy and efficiency in the business valuation process.
Tamir Levy
Founder
Equitest.net, an AI-Powered Business valuation software and Nezikist.co.il, a SAAS for tort lawyers
Tamir is the Founder-CEO of equitest.net, an AI-Powered Business valuation software, and one of the founders of Nezikist.co.il, a SAAS for tort lawyers. Tamir also engaged in writing opinions on economic and financial issues and, in his spare time, lectures in academic institutions in finance.
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- Non-member - $90
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